$300,000 AUM | $2.3MM GDC in Yardley, PA

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
Yardley, PA, US
Fee 0% Commission 100%
Gross Revenue
$2,300,000.00
# of Accounts
2,000
Avg Client Age
59
Overview

We are a multi-generation practice with 38 years of experience looking to buy/merge with advisors who wish to growth their business. We are also interested in sun-setting advisors who wish to retire in the next few years. We have a team of seasoned advisors who help run the practice by areas of expertise, We are open to grow the team to include potential new advisors.

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